Professional
Added to YB: 2025-06-05
Pitch date: 2025-03-31
DG [neutral]
Dollar General Corporation
+44.4%
current return
Author Info
No bio for this author
Company Info
Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States.
Market Cap
$26.0B
Pitch Price
$86.16
Price Target
N/A
Dividend
2.00%
EV/EBITDA
7.10
P/E
17.20
EV/Sales
0.95
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Artisan Partners Value Fund Portfolio Holding: Dollar General Corporation
DG (holding update): Discount retailer facing post-pandemic pressures from execution issues, competition, consumer constraints, higher labor costs, shrink & markdowns. Stock rising on market rotation to cheaper names amid tariff/policy fears. Operational fixes underway. Inflation stabilizing with early signs of basket size recovery. Countercyclical model benefits from trade-down during recessions.
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